Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KURT D. VAN WINKLE, DDS, MSD, PC
EIN 47-2649205medical practiceLatest filing 2024
Plans
2
Retirement
2
$8.2M assets
Welfare
0
Participants
22
8902 N. MERIDIAN STREET, SUITE 138 - INDIANAPOLIS, IN 462605306317-844-2792vanwinkleperio.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.2M assets / 22 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
KURT D. VAN WINKLE, DDS, MSD 401(K) PLAN
401k
Assets$6.1M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KURT D. VAN WINKLE, DDS, MDS, PC CASH BALANCE PENSION PLAN
CashBalance
Assets$2.0M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KURT D. VAN WINKLE, DDS, MSD 401(K) PLAN | 401k | $6.1M | 12 | 2024 | |
| 002 | KURT D. VAN WINKLE, DDS, MDS, PC CASH BALANCE PENSION PLAN | CashBalance | $2.0M | 10 | 2024 |
Retirement plans